Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 5, 2010
One of the better names in the US. This is attractive. Significant upside from here.
Hess Corp. (HES-N)
March 5, 2010
One of the better names in the US. This is attractive. Significant upside from here.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$58.800
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 5, 2010
(Top Pick Mar 06/09, Up 31.7%) Still likes it and still holds it. It is the most expensive pipeline company but the Alberta system has not been fully valued into the stock. 16-20% upside in this still. First class management team. Not all of its pipeline is being fully valued into the price of the stock.
Enbridge (ENB-T)
March 5, 2010
(Top Pick Mar 06/09, Up 31.7%) Still likes it and still holds it. It is the most expensive pipeline company but the Alberta system has not been fully valued into the stock. 16-20% upside in this still. First class management team. Not all of its pipeline is being fully valued into the price of the stock.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$46.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 5, 2010
(Top Pick Mar 6/09, Up 26.5%) Does still like them. Long term they are a little more risky. Linked to Nova Scotia so not the fastest growing region in the country. Still worth holding.
Emera Inc (EMA-T)
March 5, 2010
(Top Pick Mar 6/09, Up 26.5%) Does still like them. Long term they are a little more risky. Linked to Nova Scotia so not the fastest growing region in the country. Still worth holding.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$23.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 5, 2010
Pretty boring but good at the time. Was 55% at the time. Right now, maybe 2-3%.
CASH (CASH)
March 5, 2010
Pretty boring but good at the time. Was 55% at the time. Right now, maybe 2-3%.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$0.010
Owned
Yes
BUY
BUY
March 5, 2010
Attractive name. Most of business is outside of Canada so not affected by the 2011 event.
Attractive name. Most of business is outside of Canada so not affected by the 2011 event.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$34.820
Owned
Unknown
BUY
BUY
March 5, 2010
One of the strongest names and can easily be $85. A stock split would be positive for the name. Would suggest picking it up on weakness. Tremendous torque to heavy oil and the horizon project. It has been a tremendous cash generator.
One of the strongest names and can easily be $85. A stock split would be positive for the name. Would suggest picking it up on weakness. Tremendous torque to heavy oil and the horizon project. It has been a tremendous cash generator.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$70.880
Owned
Unknown
BUY
BUY
March 5, 2010
Likes it. One of his larger holdings. A solid name and he is impressed with management. Good storage facilities. They are right in the sweet spot.
Keyera Corp (KEY-T)
March 5, 2010
Likes it. One of his larger holdings. A solid name and he is impressed with management. Good storage facilities. They are right in the sweet spot.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$26.310
Owned
Yes